AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$663M
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$4.89M
3
+$4.71M
4
ZTR
Virtus Total Return Fund
ZTR
+$4.53M
5
OPAY
OFFICIAL PAYMENTS HLDGS INC
OPAY
+$4.12M

Top Sells

1
+$12.1M
2
+$4.64M
3
+$4.21M
4
GLD icon
SPDR Gold Trust
GLD
+$3.8M
5
SLV icon
iShares Silver Trust
SLV
+$2.46M

Sector Composition

1 Technology 8.86%
2 Financials 8.56%
3 Consumer Discretionary 6.89%
4 Industrials 6.84%
5 Healthcare 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$669K 0.1%
48,225
+6,700
227
$668K 0.1%
52,000
228
$661K 0.1%
28,697
+3,400
229
$651K 0.1%
11,389
+1,002
230
$649K 0.1%
18,080
231
$643K 0.1%
50,219
232
$634K 0.1%
36,000
233
$627K 0.09%
26,831
-10,142
234
$627K 0.09%
207,474
+5,000
235
$622K 0.09%
5,356
-32,722
236
$621K 0.09%
4,968
237
$620K 0.09%
9,230
+220
238
$618K 0.09%
6,560
+186
239
$613K 0.09%
12,635
+5,671
240
$612K 0.09%
+48,517
241
$608K 0.09%
72,175
242
$603K 0.09%
30,000
243
$598K 0.09%
8,914
-23
244
$598K 0.09%
15,461
+1,136
245
$597K 0.09%
10,395
+615
246
$588K 0.09%
25,450
-350
247
$583K 0.09%
277,742
248
$582K 0.09%
17,494
+800
249
$571K 0.09%
17,637
-8,764
250
$568K 0.09%
26,998
8 9
10
11 12